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Technology Stocks : Ascend Communications (ASND)
ASND 210.50+0.6%3:59 PM EST
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To: djane who wrote (43860)4/12/1998 9:59:00 AM
From: Sector Investor  Read Replies (2) of 61433
 
<< The argument is that the enormous capacity provided by DWDM--or ultra-dense WDM, as some newer systems are being called--and terabit routing eliminates the need for a traffic-grooming technology such as ATM. That would be a boon for Internet protocol (IP) networks and the vendors that supply IP-switching equipment.

IP traffic wouldn't need to be mapped to ATM to provide the quality of service(QOS) necessary for voice or fax over IP and video transmission.

Milo Medin, networks vice president for @Home, has predicted that ATM switching equipment between routers or switches and WDM equipment will be made obsolete by multiple OC-48 interfaces (Telephony, Internet Edge, March 16, page 37).

David Passmore, president of NetReference Inc., recently echoed that sentiment. "There's not much of a role left for ATM," he said. "Once you have terabit routers that are carrier-class products, you can link them together using Sonet or WDM. ATM just complicates things." >>

Thanks for an interesting article.

Now I know why J. Bellace of Merrill Lynch asked about ATM or Packet over SONET in the CC. ASND's answer was, if I remember correctly:

"We don't really care which way it goes, we have products for each."

Also another analyst asked whether GRF had an OC-48 port. Mory said it did.
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